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Morgan Group Holding Co. (MGHL)
USD2.20
+0.00 (+0.00%)
US OTC Financial Services Financial - Capital Markets
Address
401 Theodore Fremd Avenue 10580
Rye, NY, US
Rye, NY, US
CEO
Vincent Amabile Jr.
Website
morgangroupholdingco.com
IPO
2012-09-25
CIK 1162283 ISIN US61735R2031
Description
Operating through its subsidiary G.research, LLC, Morgan Group Holding Co. extends institutional research and securities brokerage services throughout the United States. A core aspect of its operations involves producing research reports for approximately 100 companies, with a particular focus on small and mid-capitalization investments. The firm also offers syndicated underwriting services. Its extensive client base encompasses institutional investors, mutual funds, asset management firms, private wealth managers, and individual retail customers. Morgan Group Holding Co. was founded in 2001 and maintains its principal place of business in Rye, New York.
News Sentiment (7d)
9 articles
- Morgan Stanley Expansion Capital Makes Growth Investment in Viken Detection Business Wire
- Morgan Stanley Faces Higher Expectations Heading Into Q2 Seeking Alpha
- JP Morgan Leads Top Five Active ETFs by June Flows ETF Trends
- Morgan Stanley Says a $1 Trillion Shift Is Coming to Wealth Management 24/7 Wall Street
- AI investors may pivot to hyperscalers from chipmakers, Morgan Stanley says Reuters
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD2.20
+0.00 (+0.00%)
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Volume Profile
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Liquidity & share structure
Average Volume
104
Beta
1.02
Float Shares
191.8K
Free Float %
32.0%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.00% | -12.00% | -12.00% | +8.37% | +12.82% | +12.82% | +81.82% | +29.41% | -61.06% | -89.00% | -83.08% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (4 ratings, all time)
Buy
Price Targets & DCF
Current price
2.20
Low
7.00
+218.2%
Consensus
7.00
+218.2%
Median
7.00
+218.2%
High
7.00
+218.2%
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 1 |
7.00
+218.2%
|
| Last Quarter | 1 |
7.00
+218.2%
|
| Last Year | 1 |
7.00
+218.2%
|
| All Time | 1 |
7.00
+218.2%
|
Quality scores
Altman Z-Score
-31.39
Distress
Piotroski F-Score
3 / 9
Average
MOAT Score
2 / 10
No MOAT
Composite Rating
A+
Overall Score
5 / 5
High
DCF Score
4 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
3 / 5
Medium
P/E Score
4 / 5
High
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
-
Revenue growth Financial - Capital Markets: +19.7%+8.1% Q1'26: +6.1% (vs Q4'24)
-
EPS growth Financial - Capital Markets: +35.3%+117.0% ★ Q1'26: -69.1% (vs Q4'24)
-
FCF margin FCF growth · Financial - Capital Markets: +29.5%-2.1% Q1'26: +19.5% (vs Q4'24)
-
EBIT margin Financial - Capital Markets: +33.5%+8.4% Q1'26: +14.2% (vs Q4'24)
-
ROIC Financial - Capital Markets: +4.0%— Q1'26: -180.6% (vs Q4'24)
-
Share dilution Financial - Capital Markets: +0.0%+0.0% Q1'26: +0.0% (vs Q4'24)
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Debt / EBITDA Net debt/EBITDA · Financial - Capital Markets: -0.30×1.14× ★ Q1'26: 0.55× (vs Q4'24)
Valuation Multiples
From
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Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-06-17 | A+ | 5/5 | 4/5 | 5/5 | 5/5 | 3/5 | 4/5 | 4/5 |
| 2026-05-20 | A+ | 4/5 | 3/5 | 5/5 | 5/5 | 3/5 | 4/5 | 4/5 |
| 2026-05-14 | A+ | 4/5 | 3/5 | 5/5 | 5/5 | 3/5 | 4/5 | 4/5 |
| 2026-05-01 | A+ | 4/5 | 3/5 | 5/5 | 5/5 | 3/5 | 4/5 | 4/5 |
| 2026-04-30 | A+ | 4/5 | 3/5 | 5/5 | 5/5 | 3/5 | 4/5 | 4/5 |
| 2026-04-28 | A+ | 4/5 | 3/5 | 5/5 | 5/5 | 3/5 | 4/5 | 4/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
-655.3K
OE per share TTM
-1.09
Owner's Yield
-49.64%
Maintenance CapEx ratio
—
Maint CapEx / Avg PPE
0.8%
Ownership Overview
Ownership breakdown
Ownership breakdown not available.
At a glance
Institutional holders
—
Total invested
—
Insider transactions (90d)
0
Beneficial owners (>5%)
6
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Thomas Donald Baulch Jr | 335.9K | 9.99% | 211.4K | 124.4K | 211.4K | 124.4K | IN | USA | 2018-04-25 | ↗ |
| 2 | BAULCH TN/A | 308.9K | 10.11% | 202.5K | 106.4K | 202.5K | 106.4K | IN | USA | 2012-02-15 | ↗ |
| 3 | Bernard Zimmerman & Company, Inc. | 216.1K | 6.40% | 216.1K | — | 216.1K | — | CO | : | 2017-10-06 | ↗ |
| 4 | Bernard Zimmerman* * Mr. Zimmerman, as the President and sole owner of Bernard Zimmerman & Comp | 216.1K | 6.40% | 216.1K | — | 216.1K | — | IN | : | 2017-10-06 | ↗ |
| 5 | Walter P. Carucci Uncle Mills Partners (formerly Carucci Family Partners) - 11-3146675 Bernard | 82.5K | 5.60% | 82.5K | — | 82.5K | — | CO, PN, IN | : | 2007-02-09 | ↗ |
| 6 | Walter P. Carucci | — | 0.00% | — | — | — | — | IN | : | 2014-02-11 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
Institutional history not available.
Top institutional holders
Top holders not available.
ETF Ownership
Top ETFs holding this stock
This company is not held by any ETF in our universe.
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
6
Shares acquired
—
Shares disposed
44.4K
Cash buys
—
Cash sales
6.00
Net activity
-44,364
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2017-09-11 | Carucci Claudia B | 10% Owner | S-Sale | D | Common Stock, $0.01 Par Value | 5,000 | 1,060.00 | 5.30M | 152,535 | — | ↗ |
| 2017-09-06 | Carucci Claudia B | 10% Owner | S-Sale | D | Common Stock, $0.01 Par Value | 1,000 | 187.00 | 187.0K | 157,535 | — | ↗ |
| 2017-08-21 | Carucci Claudia B | 10% Owner | S-Sale | D | Common Stock, $0.01 Par Value | 1,106 | 235.58 | 260.6K | 158,535 | — | ↗ |
| 2017-08-15 | Carucci Claudia B | 10% Owner | S-Sale | D | Common Stock, $0.01 Par Value | 259 | 46.36 | 12.0K | 159,641 | — | ↗ |
| 2017-08-11 | Carucci Claudia B | 10% Owner | S-Sale | D | Common Stock, $0.01 Par Value | 18,099 | 4,382.96 | 79.33M | 159,900 | — | ↗ |
| 2014-02-05 | Carucci Claudia B | 10% Owner | — | I | Common Stock, $0.01 Par Value | 0 | 0.00 | — | 18,900 | — | ↗ |
| 2012-12-31 | CARUCCI WALTER P /NY | 10% Owner | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2011-12-31 | CARUCCI WALTER P /NY | 10% Owner | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2010-12-31 | CARUCCI WALTER P /NY | 10% Owner | — | D | Common Stock, $0.01 Par Value | 0 | 0.00 | — | 210,989 | — | ↗ |
Executive team
Top executives
EBIT / Employee
32.2K
Shares Outstanding
600.1K
Executive compensation
Executive compensation (annual)
Executive compensation not available.
CEO compensation breakdown
No CEO compensation history available.
Proxy statements
Proxy statements (DEF 14A)
| Filing date | Form type | Filing |
|---|---|---|
| 2011-10-25 | DEF 14A | ↗ |
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Vincent Amabile Jr. | President, Chief Executive Officer & Chairman | 232.2K | male |
| Joseph Louis Fernandez | Executive Vice President of Finance & Principal Financial Officer | 220.0K | male |
ESG Rating
ESG Score History FINANCIAL - CAPITAL MARKETS
Benchmark vs Sector
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
Share your view on this stock and instantly see how the community has voted over the last 6 months.
Community Opinion for MGHL
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
